[Due for payment 2025-05-22][Suggested Search v1] [$250] Add grouping to RHP `Filters` (and other changes to improve UX)

[JmillsExpensify]

We're fielding a decent amount of questions across sales/support around how to effectively use Filters, and just as importantly, understand what filter applies to which data type. Accordingly, we're going to apply the following updates to Filters in order to minimize customer confusion and improve overall UX:

1. Add section headers to the three main types of fitters:

• General
• Expenses
• Reports

2. Separate each section with a line bar

3. Rename date filters to make it more clear that they're date filters

• Submitted to Submitted date
• Approved to Approved date
• Paid to Paid date
• Exported to Exported date
• Posted to Posted date

4. Re-arrange the order of filters, anticipating upcoming search functionality

• The order of the General section is:
  • Type (future consideration; not being changed in this issue)
  • Group by (future consideration; not being changed in this issue)
  • Status (future consideration; not being changed in this issue)
  • From
  • To
  • Has keywords
  • Workspace
• The order of the Expenses section is:
  • Expense type
  • Merchant
  • Date
  • Total
  • Currency
  • Category
  • Tag
  • Description
  • Card
  • Posted date
  • Tax rate
  • Reimbursable
  • Billable
• The order of the Reports section is:
  • Report ID
  • Submitted date
  • Approved date
  • Paid date
  • Exported date

All in all, the changes will look like this.

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021917916081372952479
• Upwork Job ID: 1917916081372952479
• Last Price Increase: 2025-05-01
• Automatic offers:
• nyomanjyotisa | Contributor | 107185962

Issue Owner

Current Issue Owner: @

Issue Owner

Current Issue Owner: @JmillsExpensify

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021917916081372952479

[melvin-bot]

Current assignee @JmillsExpensify is eligible for the NewFeature assigner, not assigning anyone new.

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @Ollyws (External)